Projects are the core of Orka. Each project tracks proposals, contracts, milestones, payments, and files for a specific client engagement.
What is it?
A project is a container for all work related to a specific client engagement. It includes milestones, deliverables, payments, files, and an activity feed.
Why does Orka use it?
Projects provide:
- Structure — Break work into milestones with clear deliverables
- Payment tracking — Link payments to specific milestones
- File management — Share documents with team and clients
- Activity feed — Track all project events in one place
How does it work?
- Create a project — Name it, assign a client, set currency
- Add milestones — Define deliverables with deadlines and pricing
- Track progress — Use the timeline and activity feed
- Manage files — Upload and share documents
- Get paid — Milestone approvals trigger payment releases
When should you use it?
Create a project for every distinct engagement with a client. This includes:
- Fixed-scope projects with defined deliverables
- Ongoing retainer work (use a project per month or quarter)
- One-off consulting engagements
Common misconceptions
- "Projects are just task lists" — Projects include payments, files, proposals, and contracts — not just tasks
- "I need a new project for every milestone" — No, milestones live within a project
- "Projects are only for development work" — Projects work for any service engagement